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Customer Success Story & Case Study Discovery Survey

Surfaces customers whose results are strong enough to feature in a case study — capturing the before/after problem, quantifiable impact, and a quotable moment. The AI follow-up interview reconstructs the full narrative arc so marketing and customer success teams can identify and write up the best stories.

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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

13 questions · ~7 min
Q01
Message

Hi! We'd love to hear about your experience with (Replace with product name) — great stories help other customers see what's possible. This will take about 6 minutes, and if your story is a great fit, we may follow up about featuring it.

Q02
Multiple ChoiceRequired

How long have you been using (Replace with product name)?

  • Less than 3 months
  • 3-6 months
  • 6-12 months
  • 1-2 years
  • More than 2 years
Q03
Short TextRequired

In one sentence, what problem or goal were you trying to solve when you started using (Replace with product name)?

Q04
Multiple ChoiceRequired

Which of the following outcomes have you experienced since adopting (Replace with product name)? (Select all that apply)

  • Saved time
  • Reduced costs
  • Increased revenue
  • Improved team collaboration
  • Better customer satisfaction
  • Faster decision-making
Q05
Opinion ScaleRequired

How likely are you to recommend (Replace with product name) to a peer facing a similar challenge to the one you had?

Scale: 0 – 10
Min:Not at all likelyMax:Extremely likely
Q06
Point AllocationRequired

Thinking about the impact (Replace with product name) has had, distribute 100 points across these areas based on where the impact has been greatest.

  • Time savings
  • Cost reduction
  • Revenue growth
  • Team productivity
  • Customer satisfaction
Allocate 100 points
Q07
Rating ScaleRequired

Overall, how would you rate the impact (Replace with product name) has had on your business?

Range: 1 – 5
Min:Minimal impactMax:Transformational impact
Q08
AI Interview

Reconstruct the respondent's success story as a narrative arc: what their situation looked like before adopting the product, what specifically changed once they started using it, and one concrete, quantifiable result they can point to (a number, percentage, or amount of time saved). Anchor on the impact rating they just gave — if it was high, dig for the single moment or milestone that made the difference and get them to describe it in vivid, quotable language; if it was middling or low, find out what's still missing or what would need to happen for the impact to be higher. Also ask who else at their organization was closely involved, in case they're worth interviewing too.

Q09
Long Text

If we quoted you directly in a case study, what's one sentence you'd want us to use?

Q10
Consent

One last thing before we wrap up.

Q11
Multiple Choice

What's the approximate size of your organization?

  • 1-10 employees
  • 11-50 employees
  • 51-200 employees
  • 201-1000 employees
  • 1000+ employees
  • Prefer not to say
Q12
Short Text

What's your role or title? (Optional — helps us credit you correctly if featured)

Q13
Message

Thank you for sharing your story! Your answers help us understand the real impact our product has, and if you opted in, our team may reach out about featuring your experience in a future case study.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Uses an AI follow-up interview to reconstruct the respondent's full narrative arc (situation, turning point, outcome) rather than just collecting isolated answers
  • Combines quantifiable impact data (a constant-sum point allocation and an overall impact rating) with qualitative story capture, so marketing gets both numbers and narrative
  • Includes a dedicated quotable-moment question and an optional name/title field, making it easy to identify and credit case-study-ready customers
  • Ends with a transparent consent step before asking for organization size and role, so teams know exactly who can be featured and why

Jotform

Customer Success Story Questionnaire Form Template

A fielding-ready static form for collecting customer success stories, built on Jotform's drag-and-drop form builder. It covers the basics of story collection but relies on fixed questions rather than any adaptive follow-up. Good for simple intake, less suited to drawing out a full narrative arc from vague answers.

What it does well

  • Ready-to-use, easily customizable form builder
  • Simple, low-friction respondent experience
  • Wide integration options typical of Jotform's ecosystem

Where it falls short

  • Static question set with no adaptive AI probing to dig deeper into vague or promising answers
  • No automated scoring of which responses are strongest for a case study
  • No transparent, published methodology for how questions map to story-arc structure

SurveySparrow

Customer Success Story Questionnaire Template

A conversational-style survey template designed to feel more like a chat than a form, which suits story-gathering use cases. It's fielding-ready but still runs on pre-set question branching rather than true adaptive AI interviewing. Reporting is likely limited to standard survey analytics rather than narrative reconstruction.

What it does well

  • Conversational UI that feels more personal than a plain form
  • Built-in branching logic for basic personalization
  • Established survey analytics and reporting dashboard

Where it falls short

  • No AI-driven follow-up questions that adapt in real time to what a respondent says
  • No automated per-response quality scoring to flag which stories are strongest
  • No voice-based interview option for richer, quotable responses

Typeform

Customer Success Story Questionnaire Template

A polished, fielding-ready one-question-at-a-time form well suited to collecting testimonials and stories in a friendly format. It shares QuestionPunk's focus on a pleasant respondent experience but stops at fixed question logic. There's no mechanism to reconstruct a story arc or probe deeper on strong answers.

What it does well

  • Clean, engaging one-question-at-a-time design
  • Strong brand reputation for respondent-friendly forms
  • Easy embedding and sharing options

Where it falls short

  • No adaptive AI interview to reconstruct a full before/after narrative
  • No automated scoring to surface which responses are case-study-worthy
  • No guided task or screen-share option for deeper discovery

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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